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20121112
20121120
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technology company. certainly when you think about silicon valley and companies that have hit hard times. very view come through it and re-emerge. apple is one that we can all remember having done that. ibm. although not a silicon valley company but technology company. most recently perhaps ebay in a significant decline but i spoke to john at length on friday and it appears they have brought around their marketplace business in addition to continue strong growth at the paypal unit. it's difficult to do. when you come back to yahoo! you have to wonder how do they do it? >> is there an act two? cisco tonight almost every analyst on the street said they're going to miss. >> universal in both miss and then the guidance is going to be negative. david, when you spoke with stevenson, didn't you get the sense that the companies are done spending on anything other than amd on towers? >> they got to spend. you know, stevenson was very outspoken in saying fiscal cliff. we're not spending but we are. we're deciding to spend $14 billion over the next three years. they absolutely have to in order to c
. >> an upgrade. >> emerging markets talking about china expansion. one of the attempts to get technology going here. >> marathon this time. >> important to talk about israel and gaza. this company has unique american assets. oil and gas will be great here. >> a final upgrade. >> this is my favorite international company. they are moving it everywhere. india, china, people drinking whisky like mad. >> big deal with india in the past couple of weeks. >> i met with my friend johnny walker black over the weekend. >> how is johnny doing? >> it was at a wedding. he is always there. >> he's a great guy. he should meet by buddy jim beam. >> what's on mad tonight? >> we'll talk about fiscal cliff saying, listen, here's what happens if we solve it. i think this rally today is about solving it. and i'm going to present the world view that is going to be just unbelievable if we get this thing solved which would make a lot of stocks go up dramatically including apple where we would finally get a sense that maybe it's not worth selling because the capital gains tax may not rise that much. >> on friday night
rates and rigs. this technology is being deployed in such a wide area and so rapidly and with constantly changing technology that the issue for natural gas at this moment in terms of price isn't the depletion rate. it's the huge backlog of wells that have been drilled that haven't been connected to transportation networks to move it from the well head to the markets. so you have a lot of gas sitting there just waiting for the tap to be turned on and that will continue to happen because this is something that is changing the u.s. energy market and is something that at these prices is still profitable for the companies. >> before we let you go, what do you think they are saying in the halls of opec today about this report? >> i don't think halls of opec are that worried. china and the emerging market demand is not going to go away. it may not accelerate as quickly as some people had predicted. certainly the destination for oil from the middle east increasingly is going to be asia. it already has been. we are already looking at perhaps in the next five years according to this report today n
Search Results 0 to 2 of about 3